Investment adviser · CRD 160294

CLARO ADVISORS INC.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Jul 27, 2026

Regulatory AUM: $1.41B
Client accounts: 3,161
Employees: 37
Advisory professionals: 18

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	362	$941,213,592	66.9%
Individuals	730	$271,293,297	19.3%
Corporations & businesses	10	$154,170,637	11.0%
Retirement plans	14	$29,218,591	2.1%
Charities	7	$11,763,581	0.8%

Filing source

Form ADV 2117718 · Jul 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Jul 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

100 HIGH STREET, SUITE 950
BOSTON, MA, 02110, United States

CRD 160294

Filing source

Form ADV 2117718 · Jul 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.